Challenge: 
Tracking?
Fulfillment? 
Results? 
Financial Management?
Churn Rate?
The back story to SaaS and why it’s important for agencies. 
- The industry is shifting into a productized environment.
 
- Marketing knowledge has elevated among SMBs
 
- The “Rest in Peace” Churn rate
 
- Avoiding fulfillment stran
 
5 things you should have in place for SaaS in 2023
- Go Industry Specific rather than Feature Specific
 
- Make decisions on the feature combinations as the niche expert
 
- Create a parent account with campaigns 
 
- Start creating your own beta launch with prospects
 
- Build your outbound messages, demo slides, and offers
 
Go Industry Specific rather than Feature Specific
Avoid these mistakes below:
- Don’t position yourself as a TOOL expert
 
- Don’t think of SaaS as a service offer similar to agency services
 
- Don’t overkill with too many capabilities and ruin the experience
 
Make decisions on the feature combinations as the niche expert
Recommended with a universal approach 
Conversations (2-way text)
Reviews (Templated Responses)
Web Chat (Installed)
Default Optional: Dashboard and Opportunities Flow
Create a parent account with campaigns 
Step 1: Create your Pipelines based on NICHE Sales Cycle flow
Step 2: Create Text 
Step 3: Create Emails 
Step 4: Set up all your triggers to help the leads move through the customer’s sales flow
Start creating your own beta launch with prospects
KPIs for SaaS soft launch:
200 outbound messages a day (Text/Email/Video)
8 responses
5 intro calls
2 demos
Build your outbound messages
Old Prospects that you might have lost, haven’t engaged in a while, or someone who couldn’t afford your marketing services.
Previous prospects: 
New Prospects (Volume):
New Prospects (Reviews):
Prospects (Referrals):
Additional Notes
- Have a beta group of a least 10 SaaS prospects
 
- Turn 2 of them into Agency Partners
 
- Update your Demo Slides with a SaaS offering
 
- Don’t discontinue Agency Services but add SaaS on top of it
 
In addition, initial entry officer UPSELL and post-exit offer DOWNSELL with SaaS.
Account Managers should start training on your SaaS offer so they can fulfill it with 1 Zoom call and onboard SaaS clients.